About half of Jim’s clients are tax firms and tax professionals who need help with improving their tax practice ability to effectively address their clients’ post-filing tax issues.
Jim provides three services in this area:
- Consulting on effective client retention strategies, including proactive IRS notice monitoring for their clients
- New tax firm products and services to retain and attract new clients, including consulting on offering and delivering all components of tax problem solving services
- Tax pro training, including custom courses to help firms improve client retention and get the best outcomes for their clients’ post-filing issues
Contact us for any of these services.
